Private Client Banker - San Diego Hillcrest Branch - San Diego, CA

JPMorganChase • San Diego, CA

5d • Onsite

About The Position

As a Private Client Banker in Branch Banking, you are the primary point of contact for a select group of Chase affluent clients as well as other branch customers. You manage clients’ complete banking relationships across the company using a proactive, disciplined, advice-based approach to grow balances and ensure clients receive products and services suited to their needs. You also help acquire new clients by soliciting referrals and developing internal and external sources.

The role supports Chase’s Customer Promise by providing education and advice tailored to customers’ financial needs, building lasting relationships, and helping customers make the most of their money. You partner with specialists to connect clients with support for specialized financial needs and help clients use self-service options to access accounts around the clock.

The position is subject to banking policies and regulatory requirements, including applicable licensing and registration requirements under the Truth in Lending Act, Dodd-Frank Act, and SAFE Act. Employment is contingent on applicable background and qualification reviews.

Requirements

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• At least 1 year of Branch Banking Banker experience or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation.
• If not already registered, pass the Securities Industry Essentials (SIE) exam, FINRA Series 6 or 7, applicable state registration (including Series 63 or 66 if required), and Life licenses, or complete them successfully within 180 days of starting the role.
• Comply with Dodd-Frank and Truth in Lending Act requirements.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.
• Meet applicable Federal Deposit Insurance Act Section 19 and Dodd-Frank/Truth in Lending Act qualification requirements.
• Register with the National Mortgage Licensing System and Registry under the SAFE Act immediately after starting, or update an existing registration as necessary, and complete required annual renewals and updates.

Nice To Haves

• Excellent communication skills.
• College degree or military equivalent.
• Experience cultivating relationships with affluent clients.
• Strong team orientation and commitment to a long-term career with the firm.

Responsibilities

• Share the value of Chase Private Client with clients who may be eligible.
• Manage banking relationships through an advice-based approach and ensure clients receive products and services suited to their needs.
• Partner with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect customers with specialists for financial needs.
• Help clients access accounts 24 hours a day, 7 days a week by sharing and setting up self-service options.
• Acquire new clients by actively soliciting referrals and developing internal and external sources.
• Adhere to policies, procedures, and regulatory banking requirements.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED